We are live on ! Find out more
IVE icon

iShares S&P 500 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
176
Global Retirement Partners
California
$14.9M +$1.91M +10,741 +16%
Wealth Enhancement Advisory Services
177
Wealth Enhancement Advisory Services
Minnesota
$14.9M +$34.1K +192 +0.2%
UB
178
UMB Bank
Missouri
$14.9M -$1.2M -6,744 -8%
FNBT
179
FineMark National Bank & Trust
Florida
$14.7M -$612K -3,445 -4%
CFO
180
Callan Family Office
Pennsylvania
$14.5M -$1.31M -7,389 -9%
FAIM
181
Financial Advocates Investment Management
Washington
$14.4M +$226K +1,274 +2%
WGC
182
Watts Gwilliam & Co
Arizona
$14.3M +$13.8M +77,589 New
BTWM
183
Brass Tax Wealth Management
Ohio
$14.3M +$13.6M +76,303 New
MWM
184
Modera Wealth Management
New Jersey
$13.9M -$69.5K -391 -0.5%
DAM
185
Derbend Asset Management
Georgia
$13.8M +$2.58M +14,513 +25%
KFP
186
KMG Fiduciary Partners
Ohio
$13.6M +$188K +1,057 +1%
TNBTD
187
Trustmark National Bank Trust Department
Mississippi
$13.5M
SFO
188
Stokes Family Office
Louisiana
$13.5M +$12.6M +70,941 +5,961%
HFA
189
High Falls Advisors
New York
$13.5M +$12.8M +72,130 New
TPI
190
Trust Point Inc
Wisconsin
$13.4M -$355 -2 -0%
FCC
191
Florin Court Capital
United Kingdom
$13.3M +$2.15M +12,100 +21%
PFA
192
Pettinga Financial Advisors
Indiana
$13.3M +$12.6M +70,986 New
I
193
INVST
Indiana
$13.3M +$198K +1,113 +2%
SHJ
194
Sharkey, Howes & Javer
Colorado
$13.2M +$12.5M +70,521 New
BTI
195
Blue Trust Inc
Georgia
$13.2M +$10.5M +59,124 +524%
IWMWV
196
Ironwood Wealth Management (West Virginia)
West Virginia
$12.9M -$75.9K -427 -0.6%
BCM
197
Brookstone Capital Management
Illinois
$12.8M +$5.76M +32,413 +89%
FDCDDQ
198
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.8M -$3.63M -20,450 -23%
SC
199
Sierra Capital
Florida
$12.7M +$2.86M +16,092 +31%
CFG
200
Citizens Financial Group
Rhode Island
$12.7M +$133K +748 +1%